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25+ years
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Track record managing alternative investments
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- Insights
- Capabilities
- Sustainability
- About Us
- My Account
United States, Institutional
Change
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937
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Clients in our alternative investment approaches
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USD 32.1 B*
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Alternatives assets managed firmwide
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Featured content
Head of Alternatives Mark Sullivan explains how he’s preparing Wellington’s alternatives platform, more than 25 years in the making, for investors’ changing needs — leveraging proprietary research, global scale, and investments in talent and technology.
The alternatives edge
We help clients tap into a wide variety of return streams to pursue their return-seeking and risk-mitigation goals. How?
Research
Research is a respected career path — not a stepping-stone — giving clients access to what we believe is the most experienced research team in the market.
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People
Our portfolio managers are highly specialized and performance-driven. And they stay with us, putting their savvy and skill to work for clients.
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Platform
We offer a range of alternative investments, from long/short equity and credit to global multi-strategy and private equity, as well as custom solutions.
Scale
As one of the world’s largest independent investment managers, our scale and resources make us a preferred partner to our clients.
Alternative investment research
Find the latest market insights and thought leadership from our alternative investment professionals.
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Insights Posts
Recalibrating alternative allocations for a new market reality
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategists Cara Lafond and Adam Berger explain how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Article
2023-08-31
Can hedge funds behave if fixed income doesn’t? A manager-selection view
Our Fundamental Factor Team proposes an alternative approach for analyzing hedge funds and constructing multi-manager hedge fund portfolios intended to fill the roles of fixed income.
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Article
2023-07-31
Mid-2022 Alternative Investments Outlook
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Article
2023-08-31
Using hedge funds to perform the role of fixed income: An alternative approach
Member of our Fundamental Factor Team offer a role-based framework that may help better align manager research, portfolio construction, and potential investment outcomes.
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Quick Take
2022-10-31
Allocating to hybrid strategies: A multiple-choice decision
Multi-Asset Strategist Cara Lafond considers the options available to allocators deciding where hybrid or crossover strategies fit best in their asset mix.
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Article
2023-05-31
Cybersecurity in 2022
The ongoing conflict in Ukraine has raised the profile of today’s heightened cybersecurity risks. Here, we highlight the rising cybersecurity problem, explore how it affects the private sphere, discuss key regulatory considerations, and share best practices for private companies facing these threats.
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Article
2023-03-31
ESG in 2022: Insights for private companies
We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.
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Article
2022-11-30
ESG insights for private companies — Diversity, equity, and inclusion: FAQ
We answer some of our private portfolio companies’ most frequently asked questions on diversity, equity, and inclusion.
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Article
2022-03-31
The critical role of ESG in private equity
We explore why we think ESG factors will become increasingly critical to private companies, especially as they approach the public markets.
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ARTICLE
2022-02-01
Seeing an end to the ESG blind spot in private equity
ESG's role is coming into focus in the private market, says Hillary Flynn, director of ESG, Private Investments. She discusses governance, climate, and other key themes; the higher bar for newly IPO'd companies; and the evolving activist playbook.
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Article
2022-01-31
Asking private companies to show their ESG credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
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Article
2021-07-01
URL References
Related Insights
People
Meet some of the dedicated members of our experienced alternatives team.
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Mark Sullivan
, CFA
- Head of Alternatives and Portfolio Manager
- As the head of Alternatives, Mark is responsible for driving the long-term investment performance of the firm’s liquid alternative strategies. He is also the team leader for our Global Macro Team.
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Michael Carmen, CFA
- Co-head, Private Investments
- Michael is the team leader for our late-stage growth investment strategies. In addition, he helps to oversee the firm’s private investment business.
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Shanna O'Reilly
- Co-head, Private Investments
- As co-head of Private Investments, Shanna helps to lead the expansion and oversight of the firm’s private investment business. She previously served as the chief operating officer of Wellington Alternative Investments.
Platform
See the breadth of styles, sectors, and strategies in our alternative investment platform.
Long/short equity strategies
Seek to limit volatility of equity exposure
- Long/short equity
- Long/short sector (e.g. financial services, health care, technology)
- Multi-strategy
Absolute Return Fixed Income Strategies
Seek to limit exposure to rate and credit cycles
- Macro
- Global relative value
- Long/short credit
Private Equity
Seek capital appreciation through investments in private late-stage growth companies in multiple sectors
Our investment universe includes:
- Consumer
- Technology
- Health care
- Financial services
- Biotechnology
Multi-Asset Strategies
Target specific return and risk objectives
- Alternative risk premia
- Managed risk
- Absolute return
- Portable alpha
This is not an all-inclusive list of strategies that may be offered. Investments involve risks including possible loss of principal. This is not to be construed as investment advice or a recommendation to buy or sell any security. Please review important Investment Risks & Definitions.
Scale
We have a long history of leveraging our scale and resources to develop alternative investment strategies based on clients’ evolving needs.
All figures as of 31 December 2021. *Please note that all alternatives assets are also included in the assets of the Equity, Fixed Income, and Multi-Asset asset-class categories.
